BIG
HEWJ icon

Bellwether Investment Group’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Bellwether Investment Group’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-545
Closed -$15K – 852
2016
Q4 		$15K Buy
+545
New +$14.5K 0.01% 531

Other funds holding HEWJ

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Bellwether Investment Group's HEWJ Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q1 2017, closing a stake of 545 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in HEWJ in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 83 funds tracked by Wall St. Rank hold HEWJ as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 545 iShares Currency Hedged MSCI Japan ETF shares in Q1 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2016 and held it in 1 quarter.
  • Bellwether Investment Group's iShares Currency Hedged MSCI Japan ETF position peaked at $15K in Q4 2016.
  • 83 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.